By accessing or using our APIs, you are agreeing to confidentiality and other terms outlined in our NDA.
\nThis document contains the list of all available Omega endpoints.
Megasys offers a robust set of web service based API's (Application Programming Interface) that allow your development team to seamlessly integrate external processes with Omega.
Check your Omega Quote for specific pricing information.
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\nPrepare The Required Credentials
\nClient Number
\nOmega Username
\nOmega Password
\nCall The Login Endpoint
\nYou'll receive an authentication token
\nInclude this token in the body of all your subsequent API requests
\nIt's that simple! The token handles all the authentication for you.
\nFor enhanced security, you can use our signature-based authentication. Here's what you need to do:
\nPrepare The Required Credentials (Find this in your Omega user profile or manager):
\nPublic Key
\nPrivate Key (your secret key - store this in a secured place like keepass!)
\nFor Each API Call, Include These in Your Request Headers:
\npublicKey: Your public API key
timeStamp: Current time in milliseconds in epoch datetime
signature: Your generated signature
Compute an HMAC (Hash-based Message Authentication Code) using the SHA-512 algorithm with a key.
\nCalling the getaccount endpoint:
publicKey: 80d6b518-99e6-4b9b-a92e-e15ea5cfc8fd
privateKey: 533f3734-35c6-4dac-843b-61c7add5be36
endpointName: getaccount
timeStamp: 1747866462729
hashString = endpointName + timestamp + privateKey
hashString: getaccount174786646272980d6b518-99e6-4b9b-a92e-e15ea5cfc8fd
hmacKey = publicKey
signature = hmacsha512(hmacKey, hashString)
signature: cab783c9c8e53a22ae4fb8603c9303c2958e7714a7194ee1c3ce1895f888549859dc4cdbbac3312ba04863db05b7ddad573a62289c12e2c5deb64316314edc3b
\nPro Tip: Remember to convert all input to lowercase before generating the signature!
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For quick account information access.
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\n","urlObject":{"protocol":"https","path":["api","client","account","GetAccountsByCustomer"],"host":["{{base_url}}"],"query":[],"variable":[]}},"response":[{"id":"ae7860bd-63ff-4627-be8a-ee269b82beef","name":"GetAccountsByCustomer - Successful","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\": \"{{token}}\",\n\t\"customer_number\": \"{{customer_number}}\"\n}"},"url":"https://{{base_url}}/api/client/GetAccountsByCustomer"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","value":"application/json; 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\"Co_Signer\",\n \"FirstName\": \"Hallie\",\n \"LastName\": \"Auer\",\n \"SocialSecurityNumberLast4\": \"4730\",\n \"Birthday\": \"09/12/1991\",\n \"Email\": null,\n \"DriversLicenseNumber\": \"Z446614\",\n \"PrimaryPhoneNumber\": \"(477) 773-8622\",\n \"AddressLine1\": \"8245 Bethel Brook\",\n \"AddressLine2\": null,\n \"AddressLine3\": null,\n \"AddressCity\": \"Gavinton\",\n \"AddressState\": \"IL\",\n \"AddressZipCode\": \"63949\",\n \"MilitaryActiveDuty\": \"False\"\n }\n ]\n },\n {\n \"AccountNumber\": \"30009964\",\n \"ClassNumber\": \"10\",\n \"GetAccountSummary\": {\n \"OpenDate\": \"08/16/2021\",\n \"LoanAmount\": \"10000.00\",\n \"Term\": \"12\",\n \"Frequency\": \"Monthly\",\n \"Rate\": \"10.0000%\",\n \"MilitaryAPR\": \"9.9981%\",\n \"PaymentAmount\": \"879.15\",\n \"State\": \"IL\",\n \"LastPaidDate\": null,\n \"NextDueDate\": \"09/16/2021\",\n \"NextAmountDue\": \"879.15\",\n \"CurrentBalance\": \"10000.00\",\n \"UnpaidLateFees\": \"0.00\",\n \"UnpaidOtherFees\": 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\"NextPaymentDueDate\": \"09/16/2021\"\n },\n \"GetBranchSummary\": {\n \"Name\": \"Co. 10 East Magdalenastad\",\n \"Number\": \"90\",\n \"BranchPhoneNumber\": null\n },\n \"GetBorrowerSummary\": [\n {\n \"CustomerNumber\": \"360\",\n \"CustomerType\": \"Primary_Customer\",\n \"FirstName\": \"Mary\",\n \"LastName\": \"Jane\",\n \"SocialSecurityNumberLast4\": \"2295\",\n \"Birthday\": \"05/24/1971\",\n \"Email\": null,\n \"DriversLicenseNumber\": \"A455592\",\n \"PrimaryPhoneNumber\": \"(949) 999-9999\",\n \"AddressLine1\": \"432 Kennith Rd\",\n \"AddressLine2\": null,\n \"AddressLine3\": null,\n \"AddressCity\": \"East Meggieton\",\n \"AddressState\": \"IL\",\n \"AddressZipCode\": \"92936\",\n \"MilitaryActiveDuty\": \"False\"\n },\n {\n \"CustomerNumber\": \"158\",\n \"CustomerType\": \"Spouse\",\n \"FirstName\": \"Michael\",\n \"LastName\": \"Smith\",\n \"SocialSecurityNumberLast4\": \"2915\",\n \"Birthday\": null,\n \"Email\": null,\n \"DriversLicenseNumber\": null,\n \"PrimaryPhoneNumber\": \"(949) 999-9999\",\n \"AddressLine1\": \"767 Crawford Ave\",\n \"AddressLine2\": null,\n \"AddressLine3\": null,\n \"AddressCity\": \"New Gloriaberg\",\n \"AddressState\": \"RI\",\n \"AddressZipCode\": \"85842\",\n \"MilitaryActiveDuty\": \"False\"\n },\n {\n \"CustomerNumber\": \"656\",\n \"CustomerType\": \"Co_Signer\",\n \"FirstName\": \"John\",\n \"LastName\": \"Doe\",\n \"SocialSecurityNumberLast4\": \"1111\",\n \"Birthday\": \"07/29/1997\",\n \"Email\": \"JohnDoe123@megasys.net\",\n \"DriversLicenseNumber\": \"D244233\",\n \"PrimaryPhoneNumber\": \"(714) 952-4490\",\n \"AddressLine1\": \"500 City Pkwy W\",\n \"AddressLine2\": null,\n \"AddressLine3\": null,\n \"AddressCity\": \"Orange\",\n \"AddressState\": \"CA\",\n \"AddressZipCode\": \"92868\",\n \"MilitaryActiveDuty\": \"False\"\n }\n ]\n },\n {\n \"AccountNumber\": \"30006354\",\n \"ClassNumber\": \"11\",\n \"GetAccountSummary\": {\n \"OpenDate\": \"06/22/2018\",\n \"LoanAmount\": \"500.00\",\n 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\"LastPaymentOtherBalancePaid\": \"30.00\",\n \"LastPaymentEnterDate\": \"2/15/2019\",\n \"LastPaymentPreviousBalance\": \"417.62\",\n \"CollateralDescription\": null,\n \"CollateralVehicleYear\": null,\n \"CollateralVehicleMake\": null,\n \"CollateralVehicleModel\": null,\n \"CollateralVIN\": null,\n \"AccountType\": \"Interest_Bearing_Direct\",\n \"NextPaymentDueDate\": \"08/22/2021\"\n },\n \"GetBranchSummary\": {\n \"Name\": \"Co. 10 East Magdalenastad\",\n \"Number\": \"90\",\n \"BranchPhoneNumber\": null\n },\n \"GetBorrowerSummary\": {\n \"CustomerNumber\": \"656\",\n \"CustomerType\": \"Primary_Customer\",\n \"FirstName\": \"John\",\n \"LastName\": \"Doe\",\n \"SocialSecurityNumberLast4\": \"1111\",\n \"Birthday\": \"07/29/1997\",\n \"Email\": \"JohnDoe123@megasys.net\",\n \"DriversLicenseNumber\": \"D244233\",\n \"PrimaryPhoneNumber\": \"(714) 952-4490\",\n \"AddressLine1\": \"500 City Pkwy W\",\n \"AddressLine2\": null,\n \"AddressLine3\": null,\n \"AddressCity\": 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]\n}"}],"_postman_id":"68de4c57-285a-4b17-ba3c-38632befb6dc"},{"name":"GetPrimaryCustomerSummary","event":[{"listen":"prerequest","script":{"id":"cf469c36-268a-4d2f-9fe7-94e14719d866","exec":[""],"type":"text/javascript","packages":{}}},{"listen":"test","script":{"id":"ee4351f3-117b-4678-939d-636dae624987","exec":[""],"type":"text/javascript","packages":{}}}],"id":"19fd4328-f8d5-41fc-9688-774e5c1eb864","protocolProfileBehavior":{"disableBodyPruning":true,"disabledSystemHeaders":{"content-type":true}},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\":\"{{token}}\",\n\t\"account_number\": \"{{account_number}}\"\n}"},"url":"https://{{base_url}}/api/client/account/GetPrimaryCustomerSummary","description":"This method is used to get the summary details for the primary borrower on an account.
\n","urlObject":{"protocol":"https","path":["api","client","account","GetPrimaryCustomerSummary"],"host":["{{base_url}}"],"query":[],"variable":[]}},"response":[{"id":"f023e747-2884-4a87-b02f-57ef4a2e5694","name":"GetPrimaryCustomerSummary - Successful","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\":\"{{token}}\",\n\t\"account_number\": \"{{account_number}}\"\n}"},"url":"https://{{base_url}}/api/client/GetPrimaryCustomerSummary"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"Server","value":"Microsoft-IIS/10.0"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-SourceFiles","value":"=?UTF-8?B?RDpcV29ya3NwYWNlXFZTIDIwMTlcUmVwb3Ncb21lZ2FcT21lZ2EuV2ViQXBwXGFwaVxjbGllbnRcR2V0UHJpbWFyeUN1c3RvbWVyU3VtbWFyeQ==?="},{"key":"X-Powered-By","value":"ASP.NET"},{"key":"Date","value":"Tue, 30 Nov 2021 20:03:07 GMT"},{"key":"Content-Length","value":"270"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 0,\n \"result\": \"Ok\",\n \"data\": {\n \"GetPrimaryCustomerSummary\": {\n \"CustomerNumber\": \"656\",\n \"BorrowerType\": \"Primary_Customer\",\n \"FirstName\": \"John\",\n \"LastName\": \"Doe\",\n \"SocialSecurityNumberLast4\": \"1111\",\n \"Birthday\": \"07/29/1997\",\n \"Email\": \"JohnDoe123@megasys.net\",\n \"DriversLicenseNumber\": \"D244233\",\n \"PrimaryPhoneNumber\": \"(714) 952-4490\",\n \"MilitaryActiveDuty\": \"False\"\n }\n },\n \"errors\": []\n}"},{"id":"171332ea-34be-4252-bfc0-bbc027d5532c","name":"GetPrimaryCustomerSummary - Fail","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\":\"{{token}}\",\n\t\"account_number\": \"{{account_number}}\"\n}"},"url":"https://{{base_url}}/api/client/GetPrimaryCustomerSummary"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"Server","value":"Microsoft-IIS/10.0"},{"key":"X-StackifyID","value":"V2|f1c81f04-e9cb-4dcf-a4a9-b79656fb1e62|C72862|CD33"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-Powered-By","value":"ASP.NET"},{"key":"Date","value":"Tue, 13 Dec 2022 21:54:02 GMT"},{"key":"Content-Length","value":"118"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 50,\n \"result\": \"Error\",\n \"data\": null,\n \"errors\": [\n \"Error fetching primary customer: Invalid account number\"\n ]\n}"}],"_postman_id":"19fd4328-f8d5-41fc-9688-774e5c1eb864"},{"name":"GetNextAmountDueBreakDown","id":"11a8f724-ca43-46f2-88a4-e5c626ad671d","protocolProfileBehavior":{"disableBodyPruning":true,"disabledSystemHeaders":{"content-type":true}},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n\t\"token\":\"{{token}}\",\n\t\"account_number_or_id\": \"{{account_number}}\",\n\t\"calculation_date\": \"{{calculation_date}}\"\n}"},"url":"https://{{base_url}}/api/client/account/GetNextAmountDueBreakDown","description":"This method is used to retrieve the detailed breakdown of the next amount due for an account as of a specific date.
\nHTTP Method: POST
Endpoint: https://{{base_url}}/api/client/account/GetNextAmountDueBreakDown
This method is used to calculate total payoff amount for an account as of a specific date.
\nHTTP Method: POST
Endpoint: https://{{base_url}}/api/client/account/GetPayOffAmount
This method is used to import a new account into the Omega system. The new account number will be returned upon a successful import.
\nConfigure API specifications in Omega:
\nGo to Import Account Configuration (Omega, Servicing > Configuration).
\nSelect Single Account Import from the Import Specification Lookup.
\nSelect XML Single Account Import from the Format dropdown.
\nSelect API/Webservice from the Import Method Allowed dropdown.
\nSet up Triggers and change the Default Settings, if necessary.
\n\n\nThe non-API method is the Bulk Account Import Specification in Servicing > Import/Export > Accounts > Import Account.
\n
Convert the format of the list of the new accounts you need to import into Omega into an XML string that matches the Omega XML layout.
\nImport Schema:
\nhttps://[base_url]/Schemas/Import/SingleNewAccountImport.xsd
https://[base_url]/Schemas/Import/AgedAccountImport.xsd
This method is used to import one or more account notes into the Omega system. A status ok is returned upon a successful upload.
\nImport Schema:
\nhttps://[base_url]/Schemas/Import/ImportCollectionNotes.xsd
This method is used to post a customer payment on an account. A reference number is returned upon a successful payment.
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Customer number is not required to validate before posting a payment. The primary customer payment settings will be used. A reference number is returned upon a successful payment.
\n","urlObject":{"protocol":"https","path":["api","client","account","PostPaymentNoCustomerValidation"],"host":["{{base_url}}"],"query":[],"variable":[]}},"response":[{"id":"168dcb10-e047-4a99-8112-ed5384ff3089","name":"PostPaymentNoCustomerValidation - Successful","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\": \"{{token}}\",\n\t\"account_number\": \"{{account_number}}\",\n\t\"funds_code\": \"{{funds_code}}\",\n\t\"transaction_code\":\"{{transaction_code}}\",\n\t\"transaction_fee_code\": \"{{transaction_fee_code}}\",\n\t\"electronic_transaction_id\": \"{{electronic_transaction_id}}\",\n\t\"effective_date\":\"{{effective_date}}\",\n\t\"payment_amount\":\"{{payment_amount}}\",\n\t\"fee_amount\": \"{{fee_amount}}\",\n\t\"comment\": \"{{comment}}\",\n\t\"check_number\":\"{{check_number}}\"\n}\n"},"url":"https://{{base_url}}/api/client/PostPaymentNoCustomerValidation"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"Server","value":"Microsoft-IIS/10.0"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-SourceFiles","value":"=?UTF-8?B?RDpcV29ya3NwYWNlXFZTIDIwMTlcUmVwb3Ncb21lZ2FcT21lZ2EuV2ViQXBwXGFwaVxjbGllbnRcUG9zdFBheW1lbnROb0N1c3RvbWVyVmFsaWRhdGlvbg==?="},{"key":"X-Powered-By","value":"ASP.NET"},{"key":"Date","value":"Tue, 30 Nov 2021 21:58:48 GMT"},{"key":"Content-Length","value":"217"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 0,\n \"result\": \"Ok\",\n \"data\": {\n \"current_balance_before_payment\": \"1004.20\",\n \"total_current_balance_before_payment\": \"1124.20\",\n \"reference_number\": 12956,\n \"past_due\": \"1667.31\",\n \"current_balance\": \"1004.20\",\n \"total_current_balance\": \"1124.20\",\n \"current_payoff\": \"1667.31\"\n },\n \"errors\": []\n}"},{"id":"8df1f203-dc0f-4863-a532-ad4b93f3adb0","name":"PostPaymentNoCustomerValidation - Fail","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\": \"{{token}}\",\n\t\"account_number\": \"{{account_number}}\",\n\t\"funds_code\": \"{{funds_code}}\",\n\t\"transaction_code\":\"{{transaction_code}}\",\n\t\"transaction_fee_code\": \"{{transaction_fee_code}}\",\n\t\"electronic_transaction_id\": \"{{electronic_transaction_id}}\",\n\t\"effective_date\":\"{{effective_date}}\",\n\t\"payment_amount\":\"{{payment_amount}}\",\n\t\"fee_amount\": \"{{fee_amount}}\",\n\t\"comment\": \"{{comment}}\",\n\t\"check_number\":\"{{check_number}}\"\n}\n"},"url":"https://{{base_url}}/api/client/PostPaymentNoCustomerValidation"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"Server","value":"Microsoft-IIS/10.0"},{"key":"X-StackifyID","value":"V2|a6e96278-bb4e-450a-b53a-5778bb43bce6|C72862|CD33"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-Powered-By","value":"ASP.NET"},{"key":"Date","value":"Sat, 10 Dec 2022 05:24:08 GMT"},{"key":"Content-Length","value":"117"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 50,\n \"result\": \"Error\",\n \"data\": null,\n \"errors\": [\n \"Error posting payment: Invalid transaction fee code\"\n ]\n}"}],"_postman_id":"c3dcb6e4-6881-498f-bde0-53f66c35b9a6"},{"name":"ReversePayment","id":"41548869-7f1e-47bf-8f23-f37261b21f21","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\r\n\t\"token\": \"{{token}}\",\r\n\t\"account_number\": \"{{account_number}}\",\r\n \"funds_code\":\"{{funds_code}}\",\r\n \"transaction_code\":\"{{transaction_code}}\",\r\n \"effective_date\":\"{{effective_date}}\",\r\n\t\"payment_amount\":\"{{payment_amount}}\",\r\n \"reversal_reason\":\"{{reversal_reason}}\",\r\n \"is_nsf\": \"{{is_nsf}}\"\r\n}","options":{"raw":{"language":"json"}}},"url":"https://{{base_url}}/api/client/account/ReversePayment","description":"This endpoint allows the client to reverse a payment by providing the necessary details.
\ntoken (string): The authentication token.
account_number (string): The account number for the payment reversal.
funds_code (string): The code for the funds involved in the payment.
transaction_code (string): The transaction code associated with the payment.
effective_date (string): The effective date of the payment reversal.
payment_amount (string): The amount of the payment to be reversed.
reversal_reason (string): The reason for the payment reversal.
is_nsf (string): Indicates whether the reversal is due to non-sufficient funds.
The response to the request will contain the status of the payment reversal operation.
\n","urlObject":{"protocol":"https","path":["api","client","account","ReversePayment"],"host":["{{base_url}}"],"query":[],"variable":[]}},"response":[],"_postman_id":"41548869-7f1e-47bf-8f23-f37261b21f21"},{"name":"InsurancePolicyAdd","event":[{"listen":"test","script":{"id":"f5e1d7e1-4b51-44d7-b648-28e6c3c2326b","exec":[""],"type":"text/javascript","packages":{}}},{"listen":"prerequest","script":{"id":"3fadfee3-90f2-4f2f-9db1-892433c332b3","exec":[""],"type":"text/javascript","packages":{}}}],"id":"80964e6e-f686-4029-b971-16fe8cbc4852","protocolProfileBehavior":{"disableBodyPruning":true,"disabledSystemHeaders":{}},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\n\t\"token\": \"{{token}}\",\n \"importCode\": \"CP\",\n \"accountNumber\": \"104609\",\n \"effectiveDate\": \"2023-01-28T00:00:00Z\",\n \"expirationDate\": \"2024-01-28T00:00:00Z\",\n \"premiumAmount\": 0,\n \"policyFeeAmount\": 0,\n \"agent\": \"Mike\"\n}","options":{"raw":{"language":"json"}}},"url":"https://{{base_url}}/api/client/account/InsurancePolicyAdd","description":"This endpoint allows the client to add an insurance policy.
\ntoken (string): The token for authentication.importCode (string): The import code for the insurance policy. In Omega, see Servicing -> Configuration -> Import Insurance ConfigurationaccountNumber (string): The account number associated with the policy.policyNumber (string): The policy number of the insurance policy.effectiveDate (string): The effective date of the policy.policyTerm (integer): The term of the policy.expirationDate (string): The expiration date of the policy.premiumAmount (integer): The premium amount for the policy.policyFeeAmount (integer): The fee amount associated with the policy.financeTerm (integer): The finance term for the policy.agent (string): The agent associated with the policy.insuredType (string): The type of the insured.statusCode (integer): The status code of the response.result (string): The result of the request.data (string): Additional data related to the request.errors (array of strings): Any errors encountered during the request.{\n \"token\": \"5b665054-fdce-433a-9a11-33de6e5919c4\",\n \"importCode\": \"CLSCPLAT6\",\n \"accountNumber\": \"45962\",\n \"policyNumber\": \"654321\",\n \"effectiveDate\": \"2023-10-09T00:00:00Z\",\n \"policyTerm\": 12,\n \"expirationDate\": \"2024-10-08T00:00:00Z\",\n \"premiumAmount\": 500.00,\n \"policyFeeAmount\": 50.00,\n \"financeTerm\": 12,\n \"agent\": \"OptionalAgentName\",\n \"insuredType\": \"Single\"\n}\n\n{\n \"statusCode\": 0,\n \"result\": \"Ok\",\n \"data\": \"\",\n \"errors\": []\n}\n\nThis endpoint is used to cancel an insurance policy for a client. The HTTP POST request should be sent to https://{{base_url}}/api/client/InsurancePolicyCancel.
token (text): The authentication token.importCode (text): The import code of the policy.accountNumber (text): The account number associated with the policy.policyNumber (text): The number of the insurance policy.effectiveDate (text): The effective date of the policy.policyTerm (number): The term of the policy.expirationDate (text): The expiration date of the policy.cancelDate (text): The date on which the policy is to be cancelled.premiumRefund (number): The amount of premium refund.policyFeeRefund (number): The amount of policy fee refund.statusCode (number): The status code of the response.result (text): The result of the cancellation request.data (text): Additional data related to the cancellation.errors (array): An array of error messages, if any.{\n \"statusCode\": 0,\n \"result\": \"Ok\",\n \"data\": \"\",\n \"errors\": []\n}\n\nAssignedCollector will set the assigned collector on the account.AssignedCollector will set the assigned collector on the account.AddRemarkCode will add the provided remark code to the account.RemoveRemarkCode will remove the provided remark code from the account.This method is used to upload an account document into the Omega system. A status ok is returned upon a successful upload.
\n","urlObject":{"protocol":"https","path":["api","client","account","UploadAcctDoc"],"host":["{{base_url}}"],"query":[],"variable":[]}},"response":[{"id":"d023f82d-0fbf-46f0-a1ba-6bc29cac94a7","name":"UploadAcctDoc - Successful","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\": \"{{token}}\",\n\t\"account_number\": \"{{account_number}}\",\n\t\"file_name\":\"{{file_name}}\",\n\t\"file_base64\": \"{{file_base64}}\",\n\t\"stip_number\": \"{{stip_number}}\"\n}"},"url":"https://{{base_url}}/api/client/UploadAcctDoc"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"Server","value":"Microsoft-IIS/10.0"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-SourceFiles","value":"=?UTF-8?B?RDpcV29ya3NwYWNlXFZTIDIwMTlcUmVwb3Ncb21lZ2FcT21lZ2EuV2ViQXBwXGFwaVxjbGllbnRcVXBsb2FkQWNjdERvYw==?="},{"key":"X-Powered-By","value":"ASP.NET"},{"key":"Date","value":"Tue, 30 Nov 2021 22:18:26 GMT"},{"key":"Content-Length","value":"211"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 0,\n \"result\": \"Ok\",\n \"data\": null,\n \"errors\": []\n}"},{"id":"5f10332a-5db3-4759-a2e5-63d3e5e7e29f","name":"UploadAcctDoc - Fail","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\": \"{{token}}\",\n\t\"account_number\": \"{{account_number}}\",\n\t\"file_name\":\"{{file_name}}\",\n\t\"file_base64\": \"{{file_base64}}\",\n\t\"stip_number\": \"{{stip_number}}\"\n}"},"url":"https://{{base_url}}/api/client/UploadAcctDoc"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"Server","value":"Microsoft-IIS/10.0"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-SourceFiles","value":"=?UTF-8?B?RDpcV29ya3NwYWNlXFZTIDIwMTlcUmVwb3Ncb21lZ2FcT21lZ2EuV2ViQXBwXGFwaVxjbGllbnRcVXBsb2FkQWNjdERvYw==?="},{"key":"X-Powered-By","value":"ASP.NET"},{"key":"Date","value":"Tue, 30 Nov 2021 22:37:00 GMT"},{"key":"Content-Length","value":"267"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 50,\n \"result\": \"Error\",\n \"data\": null,\n \"errors\": [\n \"Error uploading doc: Your authentication token is invalid or has expired. Call the Login method to retrieve a new token.\",\n \" at Omega.WebApp.BLL.WebServices.CustomerWSServices.UploadAcctDoc(String token, Int64 accountNumber, String fileName, String fileBase64, Nullable`1 stipNumber)\"\n ]\n}"}],"_postman_id":"8e953d11-8409-4cf5-95cd-55c530c5be3e"}],"id":"e3376391-1160-4963-8ecf-623e58916f50","_postman_id":"e3376391-1160-4963-8ecf-623e58916f50","description":""},{"name":"Accounts Payable","item":[{"name":"AddVoucher","id":"2b9eb72a-7674-4c30-bf8f-c910d535a581","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"token\": \"1234\",\r\n \"invoiceNumber\":\"\",\r\n \"purchaseOrderNumber\":\"\",\r\n \"totalAmount\":\"300.00\",\r\n \"onHold\":\"false\",\r\n \"dueDate\":\"2/1/2025\",\r\n \"invoiceDate\":\"2/1/2025\",\r\n \"receivedDate\":\"2/4/2025\",\r\n \"memo1\":\"\",\r\n \"memo2\":\"\",\r\n \"branchNumber\":\"99\",\r\n \"CustomerNumber\": \"44\",\r\n \"paymentDetail\":[\r\n {\r\n \"glAccountNumber\":\"1\",\r\n \"glBranchNumber\":\"\",\r\n \"glClassNumber\":\"\",\r\n \"glPortfolioNumber\":\"\",\r\n \"amount\":\"200.00\"\r\n },\r\n {\r\n \"glAccountNumber\":\"1\",\r\n \"glBranchNumber\":\"\",\r\n \"glClassNumber\":\"\",\r\n \"glPortfolioNumber\":\"\",\r\n \"amount\":\"100.00\"\r\n }\r\n ]\r\n}","options":{"raw":{"language":"json"}}},"url":"https://{{base_url}}/api/client/accountspayable/AddVoucher","description":"This endpoint allows you to add a new voucher for accounts payable.
\ntoken (string): The token for authentication.
invoiceNumber (string): The invoice number.
purchaseOrderNumber (string): The purchase order number.
totalAmount (decimal): The total amount of the voucher.
invoiceDate (date): The date of the invoice.
receivedDate (date): The date when the voucher was received.
dueDate (date): The date when the invoice should be disbursed.
receivedDate (date): The date when the voucher was received.
onHold (bool): If true the voucher status will be set to On Hold.
memo1 (string): Additional memo information.
memo2 (string): Additional memo information.
VOUCHER TYPES Customer, Vendor, One Time, Account
Customer
\nbranchNumber (int): The voucher branch number.
customerNumber (int): The customer number.
Vendor
\nbranchNumber (int): The voucher branch number.
vendorCode (string): The vendor code.
splitAmongBranches (bool): Available for enterprise only. Use the vendor split branch feature for the payment detail. If true then paymentDetail.glBranchNumber cannot be used.
One Time
\nbranchNumber (int): The voucher branch number.
payeeName (string): The name printed on the check.
phoneNumber (string): The payee phone number.
addressLine1 (string): Payee street address
addressLine2 (string): Payee apt, unit, or suite
addressLine3 (string): Payee PO box or additional information
city (string): City of the payee address
state (string): State abbreviation or full name of the payee address
zipCode (string): Postal code of the payee address
country (string): Country of the payee address. Options: United States, Canada, Mexico
language (string): Preferred language. Options: English, Spanish, French
Account
\naccountNumber (long): The account to apply the voucher transaction. The account branch will be used for the voucher.
transactionCode (string): The transaction code to use when applying the voucher transaction.
customerPayeeType (string): The name to print as the payee. Options: Customer_Primary_Only = 1, Customer_Primary_And_Spouse_Or_CoSigner = 2
paymentDetail (list): List of general ledger distribution. Total must equal the voucher amount.
paymentDetail.glAccountNumber (int): The GL account for the payment detail.
paymentDetail.glBranchNumber (int): The branch account for the payment detail.
paymentDetail.glClassNumber (int): The class account for the payment detail.
paymentDetail.glPortfolioNumber (int): The portfolio account for the payment detail. System must have portfolio turned on.
paymentDetail.amount (decimal): The amount for the current payment detail.
Status: 200
Content-Type: application/json
Sample:
\n{\n\"statusCode\": \"0\",\n\"status\": \"Ok\",\n\"data\": {\n \"voucherNumber\" : \"777\"\n },\n\"errors\": [],\n\"warnings\": []\n}\n\nThis endpoint allows you to record a manual check that has already been printed for book keeping.
\ntoken (string): The token for authentication.
invoiceNumber (string): The invoice number.
purchaseOrderNumber (string): The purchase order number.
totalAmount (decimal): The total amount of the check.
invoiceDate (date): The date of the invoice.
receivedDate (date): The date when the check was received.
memo1 (string): Additional memo information.
memo2 (string): Additional memo information.
bankName (string): The bank used for the check.
bankAccount (string): The bank account used for the check. Must exist for the check branch number.
checkNumber (long): The check number.
checkDate (date): The date of the check.
CHECK TYPES Customer, Vendor, One Time, Account
Customer
\nbranchNumber (int): The check branch number.
customerNumber (int): The customer number.
Vendor
\nbranchNumber (int): The check branch number.
vendorCode (string): The vendor code.
One Time
\nbranchNumber (int): The check branch number.
payeeName (string): The name printed on the check.
phoneNumber (string): The payee phone number.
addressLine1 (string): Payee street address
addressLine2 (string): Payee apt, unit, or suite
addressLine3 (string): Payee PO box or additional information
city (string): City of the payee address
state (string): State abbreviation or full name of the payee address
zipCode (string): Postal code of the payee address
country (string): Country of the payee address. Options: United States, Canada, Mexico
language (string): Preferred language. Options: English, Spanish, French
Account
\naccountNumber (long): The account to apply the check transaction. The account branch will be used for the check.
transactionCode (string): The transaction code to use when applying the check transaction.
customerPayeeType (string): The name to print as the payee. Options: Customer_Primary_Only = 1, Customer_Primary_And_Spouse_Or_CoSigner = 2
paymentDetail (list): List of general ledger distribution. Total must equal the check amount.
paymentDetail.glAccountNumber (int): The GL account for the payment detail.
paymentDetail.glBranchNumber (int): The branch account for the payment detail.
paymentDetail.glClassNumber (int): The class account for the payment detail.
paymentDetail.glPortfolioNumber (int): The portfolio account for the payment detail. System must have portfolio turned on.
paymentDetail.amount (decimal): The amount for the current payment detail.
Status: 200
Content-Type: application/json
Sample:
\n{\n\"statusCode\": \"0\",\n\"status\": \"Ok\",\n\"data\": {\n \"checkNumber\" : \"1234\",\n \"voucherNumber\" : \"777\"\n },\n\"errors\": [],\n\"warnings\": []\n}\n\nThis endpoint allows you to add a new instant check and returns the check document for printing.
\ntoken (string): The token for authentication.
invoiceNumber (string): The invoice number.
purchaseOrderNumber (string): The purchase order number.
totalAmount (decimal): The total amount of the check.
invoiceDate (date): The date of the invoice.
receivedDate (date): The date when the check was received.
memo1 (string): Additional memo information.
memo2 (string): Additional memo information.
bankName (string): The bank used for the check.
bankAccount (string): The bank account used for the check. Must exist for the selected branch.
checkNumber (long): The check number.
checkDate (date): The date of the check.
folderPath (string): The folder location. Saves a copy of the check document in Omega > Document Manager (i.e. System/Checks).
CHECK TYPES Customer, Vendor, One Time, Account
Customer
\nbranchNumber (int): The check branch number.
customerNumber (int): The customer number.
Vendor
\nbranchNumber (int): The check branch number.
vendorCode (string): The vendor code.
splitAmongBranches (bool): Available for enterprise only. Use the vendor split branch feature for the payment detail. If true then paymentDetail.glBranchNumber cannot be used.
One Time
\nbranchNumber (int): The check branch number.
payeeName (string): The name printed on the check.
phoneNumber (string): The payee phone number.
addressLine1 (string): Payee street address
addressLine2 (string): Payee apt, unit, or suite
addressLine3 (string): Payee PO box or additional information
city (string): City of the payee address
state (string): State abbreviation or full name of the payee address
zipCode (string): Postal code of the payee address
country (string): Country of the payee address. Options: United States, Canada, Mexico
language (string): Preferred language. Options: English, Spanish, French
Account
\naccountNumber (long): The account to apply the check transaction. The account branch will be used for the check.
transactionCode (string): The transaction code to use when applying the check transaction.
customerPayeeType (string): The name to print as the payee. Options: Customer_Primary_Only = 1, Customer_Primary_And_Spouse_Or_CoSigner = 2
paymentDetail (list): List of general ledger distribution. Total must equal the check amount.
paymentDetail.glAccountNumber (int): The GL account for the payment detail.
paymentDetail.glBranchNumber (int): The branch account for the payment detail.
paymentDetail.glClassNumber (int): The class account for the payment detail.
paymentDetail.glPortfolioNumber (int): The portfolio account for the payment detail. System must have portfolio turned on.
paymentDetail.amount (decimal): The amount for the current payment detail.
Status: 200
Content-Type: application/json
Sample:
\n{\n\"statusCode\": \"0\",\n\"status\": \"Ok\",\n\"data\": {\n \"checkNumber\" : \"1234\",\n \"voucherNumber\" : \"777\",\n \"document\": \"base64 string of document\"\n \"documentType\": \"pdf\"\n },\n\"errors\": [],\n\"warnings\": []\n}\n\nThe ReprintCheck endpoint allows you to reprint an existing check with a new check number. This is useful when a check needs to be reissued due to loss, damage, or other circumstances requiring a replacement check with a different number. The endpoint returns the reprinted check as a PDF document encoded in base64 format.
\nThe endpoint returns a JSON response with the following structure:
\n{\n \"statusCode\": 0,\n \"result\": \"Ok\",\n \"data\": {\n \"checkNumber\": 65480,\n \"originalCheckNumber\": 65478,\n \"document\": \"JVBERi0xLjcKJdDExrTOxdSghIKAgAoxIDAgb2Jq...\",\n \"documentType\": \"pdf\"\n },\n \"errors\": [],\n \"warnings\": []\n}\n\nstatusCode (integer): Status code indicating the result of the operation. 0 indicates success.
result (string): Human-readable result message (e.g., \"Ok\" for successful operations).
\ndata (object): Contains the check reprint information:
\ncheckNumber (integer): The new check number assigned to the reprinted check.
\noriginalCheckNumber (integer): The original check number that was reprinted.
\ndocument (string): The PDF document of the reprinted check, encoded in base64 format. Decode this string to obtain the actual PDF file.
\ndocumentType (string): The format of the document (typically \"pdf\").
\nerrors (array): Array of error messages. Empty if the operation was successful.
\nwarnings (array): Array of warning messages. Empty if there are no warnings.
\nA customer reports that check #65478 was lost in the mail. You need to reprint the check with a new check number #65480 to prevent potential fraud from the lost check. Using this endpoint, you can:
\nProvide the original check number (65478)
\nSpecify the new check number (65480)
\nReceive a PDF document of the reprinted check with the new number
\nThe system maintains a record linking the original and new check numbers for audit purposes
\nPDF Document Format: The document field in the response contains the check PDF encoded in base64 format. You must decode this base64 string to obtain the actual PDF file that can be viewed or printed.
Check Number Validation: Ensure that the new check number is unique and not already in use in the system.
\nAudit Trail: The system maintains a record of the original check number and the new check number for tracking and auditing purposes.
\nError Handling: Always check the errors array in the response. If errors are present, the statusCode will be non-zero and the operation may not have completed successfully.
This endpoint voids a check in the accounts payable system. Once a check is voided, it cannot be voided again. The void operation is permanent and requires a reason for audit purposes.
\nThe API returns a JSON response with the following structure:
\n{\n \"statusCode\": number,\n \"result\": string,\n \"data\": object | null,\n \"errors\": array,\n \"warnings\": array\n}\n\nstatusCode: Numeric status code (50 indicates an error)
\nresult: Text result (\"Success\" or \"Error\")
\ndata: Response data (null for errors)
\nerrors: Array of error messages
\nwarnings: Array of warning messages
\n200 OK: Request processed (check statusCode and result fields for actual operation status)
statusCode: 0 with result: \"Success\" - Check successfully voided
statusCode: 50 with result: \"Error\" - Operation failed (see errors array)
{\n \"token\": \"cc3468b5-f830-411c-979c-8272121c8e10\",\n \"checkNumber\": \"12345\",\n \"voidReason\": \"Incorrect payment amount\"\n}\n\n{\n \"statusCode\": 50,\n \"result\": \"Error\",\n \"data\": null,\n \"errors\": [\"Check 65479 is already voided\"],\n \"warnings\": []\n}\n\n⚠️ Key Considerations:
\nA check can only be voided once. Attempting to void an already-voided check will return an error
\nThe voidReason parameter is required and should provide a clear explanation for audit purposes
The HTTP status code may be 200 even when the operation fails - always check the statusCode and result fields in the response body
Ensure you have a valid authentication token before making the request
\nlogin_name OR role_name
\ndepending on template requirements:
account_number,
vendor_name,
\nvoucher_number
\n","urlObject":{"protocol":"https","path":["api","client","common","CreateTask"],"host":["{{base_url}}"],"query":[],"variable":[]}},"response":[{"id":"8be5ae01-c83a-44c0-b918-05d5b186c7e0","name":"New Request","originalRequest":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"token\": \"{{token}}\",\r\n \"template_number_or_name\": \"3\",\r\n \"login_name\": \"{{user_name}}\",\r\n \"due_date\": \"2024-10-01T13:45:00\",\r\n \"account_number\": \"{{account_number}}\",\r\n \"notes\": \"task api test\"\r\n}","options":{"raw":{"language":"json"}}},"url":"https://{{base_url}}/api/client/CreateTask"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Server","value":"nginx"},{"key":"Date","value":"Fri, 27 Sep 2024 23:05:02 GMT"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Content-Length","value":"69"},{"key":"Connection","value":"keep-alive"},{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"X-StackifyID","value":"V2|9b9ed1aa-3c39-49fe-82c6-1c0befb15e25|C72862|CD33"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-Powered-By","value":"ASP.NET"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 0,\n \"result\": \"Ok\",\n \"data\": \"\",\n \"errors\": []\n}"}],"_postman_id":"73d929c6-3e21-4420-a11b-25350a2387ab"}],"id":"8e2c50e2-2003-4a4f-8524-dc79eb4708d4","_postman_id":"8e2c50e2-2003-4a4f-8524-dc79eb4708d4","description":""},{"name":"Customer","item":[{"name":"UpdateCustomer - Update Time Zone","event":[{"listen":"prerequest","script":{"id":"5578c04b-5f2f-4a31-aee6-6b78dfa3ffaa","exec":[""],"type":"text/javascript","packages":{}}},{"listen":"test","script":{"id":"8197cd60-c13a-44f4-8e72-688926231da3","exec":[""],"type":"text/javascript","packages":{}}}],"id":"a1c2dc0e-728e-415b-b9ed-d301a79d80a3","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"token\": \"{{token}}\",\r\n \"type\": \"TimeZone\",\r\n \"update_customer_call_between_times\": true,\r\n \"data\": [\r\n {\r\n \"customerNumber\": \"230\",\r\n \"valueToUpdate\": \"qc_test\"\r\n }\r\n ]\r\n}","options":{"raw":{"language":"json"}}},"url":"https://{{base_url}}/api/client/customer/updatecustomers","description":"TimeZone will set the time zone for a given customer.This method is used to get the summary details for the primary or all borrowers on an account.
\n","urlObject":{"protocol":"https","path":["api","client","customer","GetCustomerSummary"],"host":["{{base_url}}"],"query":[],"variable":[]}},"response":[{"id":"7bc45e9b-1a50-4866-a4c8-b18362c32f27","name":"GetCustomerSummary - Successful","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\":\"{{token}}\",\n\t\"account_number\":\"{{account_number}}\",\n\t\"include_all_active_borrowers\":\"{{include_all_active_borrowers}}\"\n}\n"},"url":"https://{{base_url}}/api/client/GetCustomerSummary"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"Server","value":"Microsoft-IIS/10.0"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-SourceFiles","value":"=?UTF-8?B?RDpcV29ya3NwYWNlXFZTIDIwMTlcUmVwb3Ncb21lZ2FcT21lZ2EuV2ViQXBwXGFwaVxjbGllbnRcR2V0Q3VzdG9tZXJTdW1tYXJ5?="},{"key":"X-Powered-By","value":"ASP.NET"},{"key":"Date","value":"Tue, 30 Nov 2021 19:58:09 GMT"},{"key":"Content-Length","value":"347"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 0,\n \"result\": \"Ok\",\n \"data\": {\n \"GetCustomerSummary\": {\n \"Borrower\": [\n {\n \"CustomerNumber\": \"656\",\n \"BorrowerType\": \"Primary_Customer\",\n \"FirstName\": \"John\",\n \"LastName\": \"Doe\",\n \"SocialSecurityNumberLast4\": \"1111\",\n \"Birthday\": \"07/29/1997\",\n \"Email\": \"JohnDoe123@megasys.net\",\n \"DriversLicenseNumber\": \"D244233\",\n \"PrimaryPhoneNumber\": \"(714) 952-4490\",\n \"MilitaryActiveDuty\": \"False\"\n },\n {\n \"CustomerNumber\": \"538\",\n \"BorrowerType\": \"Co_Signer\",\n \"FirstName\": \"Hallie\",\n \"LastName\": \"Auer\",\n \"SocialSecurityNumberLast4\": \"4730\",\n \"Birthday\": \"09/12/1991\",\n \"Email\": null,\n \"DriversLicenseNumber\": \"Z446614\",\n \"PrimaryPhoneNumber\": \"(477) 773-8622\",\n \"MilitaryActiveDuty\": \"False\"\n }\n ]\n }\n },\n \"errors\": []\n}"},{"id":"83902dc5-a0db-4630-9ed8-9611716d08ff","name":"GetCustomerSummary - Fail","originalRequest":{"method":"POST","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\n\t\"token\":\"{{token}}\",\n\t\"account_number\":\"{{account_number}}\",\n\t\"include_all_active_borrowers\":\"{{include_all_active_borrowers}}\"\n}\n"},"url":"https://{{base_url}}/api/client/GetCustomerSummary"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Cache-Control","value":"no-cache"},{"key":"Pragma","value":"no-cache"},{"key":"Content-Type","value":"application/json; charset=utf-8"},{"key":"Content-Encoding","value":"gzip"},{"key":"Expires","value":"-1"},{"key":"Server","value":"Microsoft-IIS/10.0"},{"key":"X-StackifyID","value":"V2|fadc2aa0-2817-40a8-b826-bad8a6727a6b|C72862|CD33"},{"key":"X-AspNet-Version","value":"4.0.30319"},{"key":"X-Powered-By","value":"ASP.NET"},{"key":"Date","value":"Tue, 13 Dec 2022 21:51:25 GMT"},{"key":"Content-Length","value":"161"}],"cookie":[],"responseTime":null,"body":"{\n \"statusCode\": 50,\n \"result\": \"Error\",\n \"data\": null,\n \"errors\": [\n \"Error fetching customers: Your authentication token is invalid or has expired. Call the Login method to retrieve a new token.\"\n ]\n}"}],"_postman_id":"37c9020e-96f7-4ead-b2ce-17ed1f68936b"}],"id":"7ba6328f-5a5d-4ba1-b9d3-864e30373763","_postman_id":"7ba6328f-5a5d-4ba1-b9d3-864e30373763","description":""},{"name":"Custom Screen Fields","item":[{"name":"Screen Builder","item":[{"name":"Get Form","id":"9c6ec36c-dcc6-4bfe-9e85-73bb0692ecb9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Content-Type","value":"application/json"}],"url":"{{base_url}}/api/Client/CustomScreens/GetForm?componentId={{componentId}}","description":"Get Form
\nMethod: GET
\nPath: /GetForm
Parameters:
\ncomponentId (query): GUID of the component to retrieveDescription: Retrieves a custom screen form by component ID
\nResponse: Returns form JSON data
\nGUID of the component to retrieve
\n","type":"text/plain"},"key":"componentId","value":"{{componentId}}"}],"variable":[]}},"response":[{"id":"68597f92-24c0-4d26-998f-560d17dfe699","name":"Success Response","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{base_url}}/api/Client/CustomScreens/GetForm?componentId=12345678-1234-1234-1234-123456789012","host":["{{base_url}}"],"path":["api","Client","CustomScreens","GetForm"],"query":[{"key":"componentId","value":"12345678-1234-1234-1234-123456789012"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"Ok\",\n \"errors\": [],\n \"data\": \"{\\\"formData\\\": \\\"...\\\"}\"\n}"}],"_postman_id":"9c6ec36c-dcc6-4bfe-9e85-73bb0692ecb9"},{"name":"Get Forms by IDs","id":"778a02a7-ac08-4205-aa51-0e18fa2ff5be","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Content-Type","value":"application/json"}],"url":"{{base_url}}/api/Client/CustomScreens/GetFormsByIds?componentIds={{componentIds}}","description":"Get Forms by IDs
\n/GetFormsByIdscomponentIds (query): JSON array of component GUIDscomponentIds=[\"12345678-1234-1234-1234-123456789012\",\"87654321-4321-4321-4321-210987654321\"]JSON array of component GUIDs
\n","type":"text/plain"},"key":"componentIds","value":"{{componentIds}}"}],"variable":[]}},"response":[{"id":"af2ba8f2-78be-4d2a-a0e2-e1ff9c6c4554","name":"Success Response","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{base_url}}/api/Client/CustomScreens/GetFormsByIds?componentIds=[\"12345678-1234-1234-1234-123456789012\",\"87654321-4321-4321-4321-210987654321\"]","host":["{{base_url}}"],"path":["api","Client","CustomScreens","GetFormsByIds"],"query":[{"key":"componentIds","value":"[\"12345678-1234-1234-1234-123456789012\",\"87654321-4321-4321-4321-210987654321\"]"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"Ok\",\n \"errors\": [],\n \"data\": [\n {\n \"Id\": \"12345678-1234-1234-1234-123456789012\",\n \"Name\": \"Form Name\",\n \"Description\": \"Form Description\",\n \"Json\": \"{...}\",\n \"ParentType\": 1\n }\n ]\n}"}],"_postman_id":"778a02a7-ac08-4205-aa51-0e18fa2ff5be"},{"name":"Get Forms","id":"9207bb0c-0597-407c-a279-13697738ba28","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Content-Type","value":"application/json"}],"url":"{{base_url}}/api/Client/CustomScreens/GetForms","description":"Get Forms
\n/GetFormsSave Screen
\nMethod: POST
\nPath: /SaveScreen
Body: CustomScreenObject
\nDescription: Saves a custom screen
\nGet Screen
\n/GetScreenscreenId (query): GUID of the screen to retrieveGUID of the screen to retrieve
\n","type":"text/plain"},"key":"screenId","value":"{{screenId}}"}],"variable":[]}},"response":[{"id":"269bf391-6b84-4932-9432-accea557c9f2","name":"Success Response","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{base_url}}/api/Client/CustomScreens/GetScreen?screenId=12345678-1234-1234-1234-123456789012","host":["{{base_url}}"],"path":["api","Client","CustomScreens","GetScreen"],"query":[{"key":"screenId","value":"12345678-1234-1234-1234-123456789012"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"Ok\",\n \"errors\": [],\n \"data\": {\n \"Id\": \"12345678-1234-1234-1234-123456789012\",\n \"Name\": \"Screen Name\",\n \"Description\": \"Screen Description\",\n \"Json\": \"{...}\",\n \"IsForm\": false,\n \"History\": \"{...}\"\n }\n}"}],"_postman_id":"0ae3eb0e-3b98-42dd-b68f-c57a20902251"},{"name":"Get Screens","id":"50002529-90d9-4d96-8e40-d48143443241","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Content-Type","value":"application/json"}],"url":"{{base_url}}/api/Client/CustomScreens/GetScreens","description":"Get Screens
\n/GetScreensexcludeFormTypeScreen (query, optional): Boolean to exclude form type screensBoolean to exclude form type screens (optional)
\n","type":"text/plain"},"key":"excludeFormTypeScreen","value":"{{excludeFormTypeScreen}}"}],"variable":[]}},"response":[{"id":"cc95aa6b-b873-4500-a559-f5f16f9adb21","name":"Success Response","originalRequest":{"method":"GET","header":[],"url":"{{base_url}}/api/Client/CustomScreens/GetScreens"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"Ok\",\n \"errors\": [],\n \"data\": [\n {\n \"Id\": \"12345678-1234-1234-1234-123456789012\",\n \"Name\": \"Screen Name\",\n \"Description\": \"Screen Description\",\n \"Json\": \"{...}\",\n \"IsForm\": false\n }\n ]\n}"}],"_postman_id":"50002529-90d9-4d96-8e40-d48143443241"},{"name":"Save Form","id":"f89460c2-2b94-4dda-a4f4-a75e552d3b57","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"Id\": \"12345678-1234-1234-1234-123456789012\",\n \"Name\": \"Form Name\",\n \"Description\": \"Form Description\",\n \"ParentType\": 1,\n \"Json\": {\n \"formFields\": [\n {\n \"fieldName\": \"field1\",\n \"fieldType\": \"text\",\n \"required\": true\n }\n ]\n }\n}"},"url":"{{base_url}}/api/Client/CustomScreens/SaveForm","description":"Save Form
\nMethod: POST
\nPath: /SaveForm
Body: FormObject
\nDescription: Saves a custom form
\nGet Parent Types
\n/GetParentTypesGet Screen Link Parent Types
\n/GetScreenLinkParentTypesGet Many to One Parent Types
\nMethod: GET
\nPath: /GetManyToOneParentTypes
Description: Retrieves many-to-one parent types
\nGet Many to One Selection Options
\n/GetManyToOneSelectionOptionsGet Omega Custom Form Fields
\n/GetOmegaCustomFormFieldsparentEntityType (query): Parent entity type (integer)Parent entity type (integer)
\n","type":"text/plain"},"key":"parentEntityType","value":"{{parentEntityType}}"}],"variable":[]}},"response":[{"id":"34e79c69-f990-4a9d-beac-d621429ef417","name":"Success Response","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{base_url}}/api/Client/CustomScreens/GetOmegaCustomFormFields?parentEntityType=1","host":["{{base_url}}"],"path":["api","Client","CustomScreens","GetOmegaCustomFormFields"],"query":[{"key":"parentEntityType","value":"1"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"Ok\",\n \"errors\": [],\n \"data\": [\n {\n \"entityName\": \"CommonAccount\",\n \"fieldsList\": [\n {\n \"Name\": \"AccountNumber\",\n \"DataType\": \"String\",\n \"MaxLength\": 50,\n \"Precision\": 0,\n \"values\": []\n }\n ]\n }\n ]\n}"}],"_postman_id":"fd6a7ca8-ee78-4727-a733-3e46c6b73d4f"}],"id":"74521544-b67e-423a-b987-d76a16bd19be","description":"Endpoints for managing custom screen forms and screens. Includes form creation, retrieval, and screen management functionality.
\n","_postman_id":"74521544-b67e-423a-b987-d76a16bd19be"},{"name":"Custom Fields","item":[{"name":"Save Custom Form Fields","id":"14904d51-d4dc-4016-b79d-77b0d452a8cd","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[{"key":"Content-Type","value":"application/json"}],"body":{"mode":"raw","raw":"{\n \"ParentType\": 1,\n \"ParentEntityId\": \"ACC123456\",\n \"Fields\": [\n {\n \"Key\": \"field1\",\n \"Type\": \"text\",\n \"Value\": \"field value\",\n \"Label\": \"field label\"\n },\n {\n \"Key\": \"field2\",\n \"Type\": \"number\",\n \"Value\": \"123\",\n \"Label\": \"field label\"\n }\n ]\n}"},"url":"{{base_url}}/api/Client/CustomScreens/CustomFormFields","description":"Save Custom Form Fields
\nMethod: POST
\nPath: /CustomFormFields
Body: CustomFormFieldRequest
\nDescription: Saves custom form fields for a parent entity
\nGet Custom Form Fields
\nMethod: GET
\nPath: /CustomFormFields
Parameters:
\nparentEntityType (query): Parent entity type (integer)
parentEntityId (query): Parent entity identifier - can be GUID, account number, code, etc. (converted based on ParentType)
Description: Retrieves custom form fields for a parent entity
\nIdentifier Examples:
\nAccount: Use account number (e.g., \"123456\")
\nCustomer: Use customer ID or number
\nBranch: Use branch number
\nVendor/Dealer: Use vendor code or name
\nUser: Use user login or ID
\nParent entity type (integer)
\n","type":"text/plain"},"key":"parentEntityType","value":"{{parentEntityType}}"},{"description":{"content":"Parent entity identifier - can be GUID, account number, code, etc. (converted based on ParentType)
\n","type":"text/plain"},"key":"parentEntityId","value":"{{parentEntityId}}"}],"variable":[]}},"response":[{"id":"8e08c74f-cc9b-44c8-a603-2026d947f4ba","name":"Success Response","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{base_url}}/api/Client/CustomScreens/CustomFormFields?parentEntityType=1&parentEntityId=12345678-1234-1234-1234-123456789012","host":["{{base_url}}"],"path":["api","Client","CustomScreens","CustomFormFields"],"query":[{"key":"parentEntityType","value":"1"},{"key":"parentEntityId","value":"12345678-1234-1234-1234-123456789012"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"Ok\",\n \"errors\": [],\n \"data\": [\n {\n \"Key\": \"field1\",\n \"Type\": \"text\",\n \"Value\": \"field value\",\n \"Label\": \"field label\"\n }\n ]\n}"}],"_postman_id":"9165cea3-af44-4f01-a32a-ccf6413cee5d"},{"name":"Get Custom Form Omega Fields","id":"52a2fb4a-27b7-42c8-8112-a76cbd306dfc","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Content-Type","value":"application/json"}],"url":"{{base_url}}/api/Client/CustomScreens/CustomFormOmegaFields?parentEntityType={{parentEntityType}}&parentEntityId={{parentEntityId}}&omegaFields={{omegaFields}}","description":"Get Custom Form Omega Fields
\n/CustomFormOmegaFieldsparentEntityType (query): Parent entity type (integer)parentEntityId (query): Parent entity identifier - can be GUID, account number, code, etc. (converted based on ParentType)omegaFields (query): Comma-separated list of Omega field namesParent entity type (integer)
\n","type":"text/plain"},"key":"parentEntityType","value":"{{parentEntityType}}"},{"description":{"content":"Parent entity identifier - can be GUID, account number, code, etc. (converted based on ParentType)
\n","type":"text/plain"},"key":"parentEntityId","value":"{{parentEntityId}}"},{"description":{"content":"Comma-separated list of Omega field names
\n","type":"text/plain"},"key":"omegaFields","value":"{{omegaFields}}"}],"variable":[]}},"response":[{"id":"dea63b95-3a85-41cf-be1e-036b9a2fb157","name":"Success Response","originalRequest":{"method":"GET","header":[],"url":{"raw":"{{base_url}}/api/Client/CustomScreens/CustomFormOmegaFields?parentEntityType=1&parentEntityId=12345678-1234-1234-1234-123456789012&omegaFields=AccountNumber,Description","host":["{{base_url}}"],"path":["api","Client","CustomScreens","CustomFormOmegaFields"],"query":[{"key":"parentEntityType","value":"1"},{"key":"parentEntityId","value":"12345678-1234-1234-1234-123456789012"},{"key":"omegaFields","value":"AccountNumber,Description"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"}],"cookie":[],"responseTime":null,"body":"{\n \"status\": \"Ok\",\n \"errors\": [],\n \"data\": [\n {\n \"Key\": \"AccountNumber\",\n \"Type\": \"text\",\n \"Value\": \"12345\"\n },\n {\n \"Key\": \"Description\",\n \"Type\": \"text\",\n \"Value\": \"Account Description\"\n }\n ]\n}"}],"_postman_id":"52a2fb4a-27b7-42c8-8112-a76cbd306dfc"}],"id":"97e49b08-7ec4-4bd9-9ba4-fbc9d7bff8cc","description":"Endpoints for managing custom form fields. Supports various parent entity types with flexible identifier conversion (GUIDs, account numbers, codes, etc.).
\n","_postman_id":"97e49b08-7ec4-4bd9-9ba4-fbc9d7bff8cc"},{"name":"Screen Links","item":[{"name":"Get Screen Link Parent Entities","id":"ea9f0876-ac96-404c-926e-703c4b5f469d","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[{"key":"Content-Type","value":"application/json"}],"url":"{{base_url}}/api/Client/CustomScreens/GetScreenLinkParentEntities","description":"Get Screen Link Parent Entities
\n/GetScreenLinkParentEntitiesSave Screen Link
\nMethod: POST
\nPath: /SaveScreenLink
Body: ScreenLinkObject
\nDescription: Saves a screen link
\nGet Screen Links
\n/GetScreenLinksGet Screen Types
\n/GetScreenTypesEndpoints for managing screen links and associations. Handles screen linking functionality and parent entity relationships.
\n","_postman_id":"87f6be20-0da8-49da-bc70-e7a70c151745"}],"id":"a847de08-4991-4082-a591-9c8952d4f5ea","_postman_id":"a847de08-4991-4082-a591-9c8952d4f5ea","description":""}]}